+489.1%
KLAC vs KEY
+39.4%
+449.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.5% |
| 7D | +10.6% | +2.7% | +7.9% | +9.4% |
| 30D | -4.5% | -3.2% | -1.3% | -3.3% |
| 3M | -10.3% | +1.0% | -11.2% | -10.6% |
| 6M | +40.9% | +11.9% | +29.0% | +35.1% |
| YTD | +56.1% | +8.7% | +47.4% | +51.2% |
| 1Y | +109.0% | +18.5% | +90.6% | +95.7% |
| 3Y | +288.8% | +124.0% | +164.9% | +184.1% |
| 5Y | +489.1% | +40.8% | +448.3% | +449.0% |
| All | +489.1% | +39.4% | +449.7% | +449.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KEY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling